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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-12 |
| SC | RA | APPROVED | 2021-10-29 |
| TX | RA | APPROVED | 2021-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Tallahassee | FL | 07/2015 | 03/2017 |
| Wells Fargo | Charleston | SC | 07/2015 | 03/2017 |
| Raymond James & Associates | Mt. Pleasant | SC | 03/2017 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Pleasant | SC | 06/2021 | Present |
| Pf Chang's Bistro | Charleston | SC | 10/2016 | 02/2017 |
| University Of South Carolina Aiken | Aiken | SC | 08/2020 | 08/2021 |
I*2735269, Entity Type: Entity For Profit, Name of OBA: Shipt, Address: Birmingham, Alabama, 32503, Investment Related: N, Position, Title, Association: Employee, Employee State Date: 11/01/2025, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: personal shopper and delivery, personalized shopping and delivery services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-28 |
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